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Tesla’s 4680 cell production process outlined in Giga Berlin’s revised filings
Tesla’s revised documents for Gigafactory Berlin have been posted online, and they are a treasure trove of information. The documents provided some new details about Tesla’s planned 4680 battery plant in Gigafactory Berlin, which Elon Musk noted is on track to be one of the world’s largest battery production facilities. They also outlined how Tesla’s 4680 cells are produced.
While sections of the filing pertaining to the planned 4680 battery cell plant in Giga Berlin were blacked out due to sensitive information that could not be made public, the documents show some important tidbits about the upcoming facility. This includes the facility’s cell production operations over four floors, with anode and cathode production on the first floor and tabless cell production on the third floor. The battery plant is massive, requiring large foundations similar to Gigafactory Berlin’s Phase 1 zone.
Anode and cathode production in the 1st floor pic.twitter.com/tOoV4b3Iur
— Tobias Lindh (@tobilindh) June 18, 2021
Most importantly, Tesla also submitted a simplified diagram of its 4680 battery cell production process, though most of the diagram was blacked out in the revised filing’s public release. However, the company provided a brief overview of how its new battery cell will be produced in the upcoming facility (roughly translated through Google Translate).
“The battery the Gigafactory Berlin requires special systems and process steps. The anodes and cathodes consist of coated current collector foils. Copper is used as the material for the anode foil and aluminum is used for the cathode foil. The anode and cathode components are manufactured in mixed processes (A020-01 and A020-02), which only use materials in powder form. The new materials used are tested and approved in our own laboratory (A020-11).
“In order for the powder coating to adhere to the two films, they must first be pre-coated with a thin layer of adhesive (substrate) (A020-03 and A020-04). This substrate is delivered in containers. The pre-coating is necessary because a dry coating with powder takes place. After the anode and cathode components have been mixed, they are applied as a coating to the respective substrate-coated film in order to establish electrical contact (A020-05 and A020-06). The current collector foils, coated with the anode or cathode components, result in the finished anode or cathode.
Page 239 pic.twitter.com/7gDk2fSeVy
— Giga Berlin / Gigafactory 4 (@gigafactory_4) June 18, 2021
The revised filings also provided a general idea of how Tesla’s tabless cell production works. Among these is the fact that the finished 4680 cells would be subjected to 10 days’ worth of curing after their formation.
“The anode or cathode is then cut to the required lengths with a laser in the “tabless process” (A020-08). The anode, the cathode and the separator are alternately placed one on top of the other and rolled up into a roll. This roller is then inserted into a metal housing, which is manufactured from steel rollers in a die-cutting and deep-drawing process (A020-07). In the assembly area, the final assembly and filling of the cell takes place with small amounts of electrolyte (approx. 10% of the cell weight) (A020-09).
“The electrolyte is absorbed by the electrode coatings and enables the lithium ions to move back and forth between the anode and cathode. The housing is then closed with a lid in a welding process. The last step is the formation (A020-10) of the cell. In the formation process, the cell is electrically started up by charging and discharging it under different temperature conditions. The finished cell remains in this area for approx. 10 days and is then put to further use. The cells produced are subjected to random quality control in our own laboratory (A020-11).”
A link to Tesla’s filings for Gigafactory Berlin could be found here.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
